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Atlas Private Wealth Advisors’s Travelers Companies TRV Stock Holding History

Atlas Private Wealth Advisors’s Portfolio TRV Stock Details TRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-22
Closed -$3K – 643
2021
Q3 		$3K Sell
22
-19
-46% -$2.94K ﹤0.01% 641
2021
Q2 		$6K Buy
41
+25
+156% +$3.88K ﹤0.01% 560
2021
Q1 		$2K Buy
16
+6
+60% +$882 ﹤0.01% 759
2020
Q4 		$1K Buy
+10
New +$1.28K ﹤0.01% 737

Other funds holding TRV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atlas Private Wealth Advisors's TRV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Travelers Companies (TRV) in Q4 2021, closing a stake of 22 shares — an estimated $3K sold.

Atlas Private Wealth Advisors first reported a position in TRV in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q2 2021. 1,222 funds tracked by Wall St. Rank hold TRV as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Travelers Companies position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 22 Travelers Companies shares in Q4 2021, an estimated $3K.
  • Atlas Private Wealth Advisors first reported a position in Travelers Companies in Q4 2020 and held it in 4 quarters.
  • Atlas Private Wealth Advisors's Travelers Companies position peaked at $6K in Q2 2021.
  • 1,222 funds tracked by Wall St. Rank held Travelers Companies as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.